Stephen Mandel
Lone Pine Capital
Stephen Mandel NEBIUS GROUP NV stake
total: 304
Lone Pine Capital NBIS trades
- Total transactions:
- 3
- New positions:
- 2
- Sold out:
- 1
- Held since:
- 2026 Q2
- Held for:
- 1 quarter
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Stephen Mandel holds 4,258,008 NEBIUS GROUP NV (NBIS) shares with a market value of roughly $1.18B accounting for 7.19% of the overall portfolio. To date, the estimated cost basis is nearly $276.17 for "buy" trades. Lone Pine Capital first purchased NBIS in 2014 Q1, initially acquiring 987,950 shares. Stephen Mandel later completely sold out the position and invested in NEBIUS GROUP NV again in 2026 Q2. Since the initial investment in NEBIUS GROUP NV (NBIS), Lone Pine Capital has made 2 more transactions.
When did Stephen Mandel buy NEBIUS GROUP NV (NBIS)?
Stephen Mandel first invested in NEBIUS GROUP NV (NBIS) in 2014 Q1 at the reported quarter-end price of $30.19 per share.
What's the cost basis of Lone Pine Capital's NBIS stake?
The estimated cost basis for NEBIUS GROUP NV (NBIS) stake is around $276.17 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $276.17
Stephen Mandel's historical trades in NEBIUS GROUP NV
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.